Blog

Russ Cohen

Should You Sell Netflix Stock as Elon Musk Calls for a Boycott?

Key Points Elon Musk called on Netflix subscribers to cancel their service, resulting in a 5% drop in the stock. This is a minor setback that has little impact on the company’s long-term prospects. Netflix’s exceptional business and strong outlook still make it a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: ...

Russ Cohen

JD Expands Core Retail Engine: Is the Growth Thesis Strengthening?

JD.com JD is reinforcing its leadership in China’s e-commerce market through a vertically integrated, supply chain-driven model that combines retail, logistics and marketplace services. JD Retail, the company’s core growth engine, leverages direct procurement, nationwide warehousing and last-mile delivery to serve key categories such as electronics, home appliances and general merchandise. This model emphasises reliability ...

Russ Cohen

3 AI ETFs to Buy Now for the Coming Tech Revolution

Key Points Some technological innovations are transformative. The introduction of the personal computer was one great example. So was the development of the internet. We can include the launch of the smartphone, especially the iPhone, on the list too. Today, artificial intelligence (AI), autonomous vehicles, and robotics are rapidly changing how we live. And these ...

Russ Cohen

MP Gains 135% Post Securing U.S. Govt. Backing: Buy, Hold or Sell?

MP Materials MP is emerging as a critical player in the United States’ push to rebuild a domestic rare earth supply chain, a mission now backed by the U.S  government and industry heavyweights. The company’s recent partnerships with the U.S. Department of Defense (DoD) and Apple AAPL underscore its strategic significance and long-term growth potential. ...

Russ Cohen

The Secret Behind Warren Buffett’s KO Deal

In 1993, Warren Buffett pocketed $7.5 million instantly. Here’s how you can adapt his playbook. Editor’s Note: One of the things I love most about our InvestorPlace community is the chance to connect you with ideas and tools that normally sit behind hedge fund walls. Today, my colleague Keith Kaplan from TradeSmith is pulling back ...

Russ Cohen

Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive investment underscores the company’s determination to expand its cloud infrastructure footprint and strengthen its position as a global cloud powerhouse. The bulk of ...